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LAW OFFICES OF BARTON MORRIS 401 (K) PLAN 401k Plan overview

Plan NameLAW OFFICES OF BARTON MORRIS 401 (K) PLAN
Plan identification number 001

LAW OFFICES OF BARTON MORRIS 401 (K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BARTON W. MORRIS, JR. P.C. has sponsored the creation of one or more 401k plans.

Company Name:BARTON W. MORRIS, JR. P.C.
Employer identification number (EIN):383520820
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF BARTON MORRIS 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TRPC PLAN SERVICES2024-09-09
0012022-01-01BARTON MORRIS2023-10-13
0012021-01-01BARTON W. MORRIS, JR.2022-10-14
0012020-01-01BARTON W. MORRIS, JR.2021-10-15
0012019-01-01VICKI KATE BOSHERS2020-06-17

Financial Data on LAW OFFICES OF BARTON MORRIS 401 (K) PLAN

Measure Date Value
2025 : LAW OFFICES OF BARTON MORRIS 401 (K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-144557
Net assets as of the end of the plan year2025-10-14140212
Total assets as of the beginning of the plan year2025-10-14129232
Participant contributions to plan in this plan year2025-10-140
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1415537
Plan net income in this plan year2025-10-1410980
Net assets as of the end of the plan year2025-10-14140212
Net assets as of the beginning of the plan year2025-10-14129232
Employer contributions to plan in this plan year2025-10-140
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14808
2024 : LAW OFFICES OF BARTON MORRIS 401 (K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-090
Total liabilities as of the beginning of the plan year2024-09-090
Total expenses incurred by plan in this plan year2024-09-0913720
Net assets as of the end of the plan year2024-09-09129232
Total assets as of the beginning of the plan year2024-09-09118681
Participant contributions to plan in this plan year2024-09-094630
Other expenses paid from plan in this plan year2024-09-090
Other contributions to plan in this plan year2024-09-090
Other income to plan in this plan year2024-09-0919513
Plan net income in this plan year2024-09-0910551
Net assets as of the end of the plan year2024-09-09129232
Net assets as of the beginning of the plan year2024-09-09118681
Value of contributions failed to transmitted timely2024-09-0937014
Employer contributions to plan in this plan year2024-09-09128
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-091293

Potentially related plans

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